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Procore

Respond to a Submittal as an Approver

Objective

To submit a response (e.g., approved, approved as noted, rejected, etc.) to a submittal using the Project level Submittals tool. 

Background

The creator of a submittal adds one or more approvers to the submittal workflow (see Add Reviewers to the Submittal Workflow). Each approver must then submit a response as described in Steps below. If an approver's response becomes overdue, the system sends an automated email reminder to the reviewer until a response is submitted. If no response is received, a reminder is sent once a day for 45 days.

Things to Consider

  • Required User Permissions
    • 'Standard' or 'Admin' level permissions on the Submittals tool.
  • For companies using the Custom Submittal Responses feature:
    • If your company has created custom submittal responses (see Create Custom Submittals Responses), the selections in the Response drop-down list may be different than the ones documented below. 
  • Additional Information:
    • If the project is configured to use submittal workflow with sequential approval (this is the default setting), the system sends an 'Action Required' email to reviewers in the order defined by the workflow.
    • If the project is configured to use submittal workflow with parallel approval, the system sends an Action Required Email to all reviewers and reviewers can submit responses concurrently. 

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

If you receive an email from Procore with the subject line "Action Required for Submittal," do the following:

Review the Action Required Email for a Submittal

  1. Open your Email program. Then open the email with the Action Required for Submittal subject line. 

    review-submittal-email.png
     
  2. Review the contents of the message. The click one of the following options:
    • View Online. This opens the Procore program to the appropriate submittal. 
      Notes:
      • If you are not currently signed into Procore, you will be prompted to log in. 
      • If you want to respond to the submittal right now, continue with Respond to a Submittal in Procore below. 
    • View PDF. This opens a PDF copy of the submittal in a new web browser tab. 

Respond to a Submittal in Procore

  1. Click View Online in the Action Required email message.
    OR
  2. Navigate to the project's Submittals tool. Then click View next to the submittal that needs your response.
  3. Scroll through the submittal information and review all of its content. You have these options:
    • If you want another user to review the submittal before you provide your feedback, click Forward for Review. Then see Forward a Submittal for Review.
    • If you are ready to respond to the submittal, choose a response from the drop-down menu next to Response. See What are the default submittal responses in Procore?
      Notes
      • You must choose a new 'Response' in order to move the submittal to its next stage (i.e., the system requires you to enter a response other than 'Pending' in order to sent an automated email notification to alert users of the next required action. 
      • If your company has created custom submittal responses for use with the project's Submittals tool (see Create Custom Submittals Responses), the responses have been customized to fit the specific needs of your organization. See your company's Procore Administrator or the Submittals Manager for information about the proper use for each response on your project.

  4. Input a response comment.

    submittal-response.png

     
  5. Attach any relevant files using these options:
    • Attach File(s). Then add files as needed.
    • Drag and Drop File(s). Use a drag-and-drop operation to move files from your computer or a network drive. 
  6. Click Submit.
    Note: All other approvers and any members of the distribution list will be emailed upon submitting your response. Your response will be logged in the 'Approver Responses' section of the submittal.